Sarah Lynn Gerhard

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 08/2011 → Present
  Erpelding, Voight & Co., Llp
  Algona, IA

Other Businesses

1) ERPELDING, VOIGT & CO., LLP POSITION: Partner NATURE: Partner in the CPA partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2011 ADDRESS: 1295 Hwy 15 South, Fairmont MN 56031, United States DESCRIPTION: Review tax returns, meet with clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-01

Other Names

• Sarah Lynn Storm